Finance

---

title: Finance category: Finance & Payments order: 1 description: Invoices, transactions, taxes, coupons, gift cards, and commissions.

Finance

The Finance section is available when the Finance module is enabled in Settings → Modules. It provides full financial management: invoicing, payment tracking, taxes, discounts, gift cards, and commissions.

Where to find it

• Sidebar: Finance (collapsible). Sub-items: Invoices, Transactions, Taxes, Coupons, Gift Cards, Commissions.

---

Invoices

Routes: /invoices (list), /invoices/create, /invoices/{id} (show), /invoices/{id}/edit.

Overview

Create professional invoices, send them to clients, and track payment status.

Creating an invoice

1. Click Create (or create from an event using Create invoice from event).
2. Select a client or enter client details.
3. Add line items with description, quantity, and amount.
4. Set due date and optional notes.
5. Save as draft or send immediately.

Actions

Invoice statuses

Draft → Sent → Paid (or Overdue if past due date).

Public invoice view

Clients can view and pay invoices via /invoice/{invoice} when you send a payment link. Requires Stripe to be connected.

Invoice settings

• Route: /settings/invoice
• Configure company info, logo, and default branding for generated invoices.

---

Transactions

Routes: /finance/transactions (list), /finance/transactions/{id} (show), /finance/transactions/export.

Overview

View all payments and refunds in one place.

• Filter by status, date range, or type.
• Export to CSV for accounting.
• Refund — Process a full or partial refund for any transaction.
• Mark as completed — For pending transactions.

Transaction details include amount, client, event type, payment method, and status.

---

Taxes

Route: /finance/taxes

Overview

Configure tax rules that apply to your services and add-ons.

• Create — Name, rate (percentage), active/inactive, default.
• Apply to services — Assign the tax to specific services/event types.
• Apply to extras — Assign the tax to add-ons.
• Calculate preview — See how the tax applies to a sample amount.
• Toggle — Enable or disable a tax rule without deleting it.

---

Coupons

Routes: /coupons (list), /coupons/create, /coupons/{id}/edit.

Overview

Create discount codes customers can apply during booking.

• Code — The code customers enter (e.g. "WELCOME20").
• Discount type — Percentage or fixed amount.
• Value — Discount value (e.g. 20% or $10).
• Expiry — Optional expiration date.
• Usage limits — Maximum number of uses (total or per customer).
• Validation — Coupons are validated at checkout in the public booking flow.

---

Gift Cards

Routes: /finance/gift-cards (list), /finance/gift-cards/create, /finance/gift-cards/{id} (show/edit).

Overview

Create and manage gift cards that customers can use as payment.

• Create — Set initial balance, optional custom code, recipient details.
• Send — Email the gift card to the recipient.
• Adjust balance — Add or subtract value (e.g. add credit, correct an error).
• Validate — Gift card codes are validated at checkout.

Gift card settings: /settings/gift-cards — Configure display and behavior options.

---

Commissions

Routes: /finance/commissions (list), /finance/commissions/rules.

Overview

Track and manage commissions for team members based on bookings.

• Commission rules — Define how commissions are calculated (e.g. percentage per event type, per role, or flat rate).
• View commissions — See commission entries per booking or team member.
• Approve — Approve pending commissions (single or bulk).
• Pay — Mark commissions as paid (single or bulk).
• Settings — /settings/commissions — Enable/disable and configure global commission options.

---

Payment providers

Finance features require a payment provider to be connected. See Integrations for setup:

• Stripe — Connect via Stripe Connect for receiving payments, invoices, and subscriptions.
• PayPal — Connect with API credentials for an alternative payment option.